Injury Management Checklist

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Injury Management Checklist

The following is an outline of the steps to take if a worker is injured. Use this as a checklist to ensure that everyone is able to fulfill their responsibilities in managing the situation.


Day 1

Provide immediate first aid if necessary.

Call 911 for serious injuries.

Accompany the worker to the hospital or doctor.

You have to be prepared to do this at company expense.

Provide the doctor with a job description of the worker’s position.

If you don’t have one prepared already, submit it as soon as possible – within a day or two. This should give the doctor a good idea of the kinds of tasks the person has to do at work. It will help the doctor make a decision about when it is safe for the worker to come back to their job.

Obtain an Occupational Fitness Assessment from the doctor.

If the doctor is unable to give this to you right away, request one in writing as soon as possible. Here is a sample fitness assessment.

Report the incident immediately if it is serious.

Serious incidents include fatalities, serious injuries, major damage to buildings, and major releases of hazardous substances. If you’re unsure whether or not an incident is serious, report it anyway.

Begin the Incident Investigation process.

Click here to view the process.

If possible, return the worker to their job.

Allow for modified or alternative duties if it will allow them to come back to work that same day. If it is an illness that typically takes some time to recover from, call the worker at home and let them know you are interested in their health and well being.

Give the worker a letter to take to their doctor.

The letter should outline your commitment to good injury management. Although you can send it to the doctor independently, it’s usually preferred if the worker can take it with them. See a sample letter for the doctor.


Days 2 - 3

Report the injury.

If you have not already done so, you must report any of the following situations within three business days:

  • A worker is injured and loses consciousness
  • A worker is sent for medical treatment by a first aid attendant or supervisor
  • A worker has a work-related injury or disease that needs medical treatment
  • A worker states that he or she is going to get medical treatment for an incident
  • A worker is (or claims to be) unable to do his or her work because of an injury or disease
  • An artificial limb, eyeglasses, dentures or hearing aid is broken in an incident

If you find out about the injury more than three days after it occurs, report it as soon as possible.

Initiate a claim, even if you do not know if the worker will need compensation.

Contact your provincial workers’ compensation agency for more information.

Contact the injured worker.

The supervisor or employer should do this within 24 hours. Ask co-workers of the injured person to contact the worker as appropriate. Let the person know they are valued.

Meet with the injured worker’s supervisor.

You'll want to meet with the injured worker's supervisor to begin to identify possible work opportunities and modified or alternative tasks to facilitate an early, safe return to the job.

Talk to the worker’s doctor if possible.

If the injury may require time away from work, let the doctor know you are willing to provide alternative or modified work if necessary while he or she recovers. If you haven’t already done so, send a letter to the doctor expressing your willingness to help in the recovery process.


By the End of Week 1

Make sure all the required forms have been submitted to your workers’ compensation agency.

If it looks like the worker will be away from work for some time:

  • Stay in touch with the worker.
    • Contact the worker at least every 2–3 days and keep written notes about your communication.
  • Consider asking a nurse advisor for help.
    • To reach one, contact your regional workers’ compensation office.


By the End of Week 1

Meet with the injured worker.

Call together the worker’s supervisor and the injured worker (on-site is best but this may have to take place off-site somewhere convenient for everyone). Together, discuss and develop a plan for returning to work as soon as possible. Include ideas for modifying the worker’s usual tasks and facilitating his or her safe return.

Write down the Return to Work (RTW) plan. Make sure that the plan:

  • Has a realistic goal and a timeline defining how the goal will be attained.
  • Is based on the doctor’s assessment of the worker’s ability to return to his or her job.
  • Is created with input from the injured worker.
  • Does not extend for longer than 8 weeks.

Have the RTW plan signed by both the worker and the supervisor.

Remind the worker that you value them, and that their safe and early return is the goal.


Week 3 and Beyond

Review the RTW plan weekly with the worker and his or her supervisor.

After 8 weeks, create a new RTW plan if necessary. Don’t plan for more than 8 weeks at a time.

Continue to communicate with the worker, the doctor and the supervisor.

Continue to modify work as necessary until the worker can return to their original job.

Review the Incident Investigation Report and follow up on the action plan to prevent the incident from happening again. Please see the module called Learning from the Unexpected for more information on reporting and investigating incidents.

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